The Big Picture

JANUARY 4, 2024

Source: Visual Capitalist The post 60 Years of Stock Market Cycles appeared first on The Big Picture.

Marketing 299

Marketing Marketing 299

Abnormal Returns

JANUARY 4, 2024

Markets Financials and health care are leading the market. (allstarcharts.com) Mortgage spreads have come in, a little bit. (wsj.com) Companies Ark Investment Management is still (very) bullish on Tesla ($TSLA). (ft.com) How Costco ($COST) succeeds by focusing on customers and employees. (kingswell.io) Take note when companies push 'alternative metrics.

Financial Advising 262

Financial Advising Media Economy Banking 262

A Wealth of Common Sense

JANUARY 4, 2024

Nick Sapienza joined me on the show this week to go over questions about inflation, concentrated stock positions, investing in strategies with amplified volatility, and which retirement accounts are the most important savings vehicles. Further Reading: The Evolution of Retirement 1There was even a story in the local paper where the architects of the plan defended their design.

Retirement 137

Retirement Accounting Planning Investing 137

Abnormal Returns

JANUARY 4, 2024

AI What's at-stake in the AI revolution? (ourworldindata.org) Is it already to late to regulate AI-generated likenesses? (politico.com) Longreads The Panama Canal needs a refresh. (bloomberg.com) US Steel's ($X) history has been one of disappointment. (construction-physics.com) Is phone addiction a real thing? (theguardian.com) The story of a writer's (undiagnosed) medical nightmare.

Medical 163

Medical Planning 163

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Wealth Management

JANUARY 4, 2024

Six tips to ensure your approach with clients elicits smiles instead of frowns.

Clients 128

Clients 128

Wealth Management

JANUARY 4, 2024

Steering through the escalating complexities of global wealth stewardship.

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128

Advisor Perspectives

JANUARY 4, 2024

The US has yet to fully address one of the greatest weaknesses revealed by last year’s failure of Silicon Valley Bank and other regional lenders: Supervisors saw the problems, but they failed to compel action before it was too late.

Banking 111

Banking 111

Wealth Management

JANUARY 4, 2024

Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla.

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122

NAIFA Advisor Today

JANUARY 4, 2024

The final 2023 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today !

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105

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

Wealth Management

JANUARY 4, 2024

Leadership is more than just telling people what to do; it's about inspiring people with different personalities and backgrounds to work together toward common goals.

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119

Carson Wealth

JANUARY 4, 2024

By Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s. Your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in each decade of your life, starting with your 20s. Each decade is riddled with its own risks and problems so it’s important to know what to expect.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Wealth Management

JANUARY 4, 2024

Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.

Investing 119

Investing Investments 119

The Irrelevant Investor

JANUARY 4, 2024

Today’s Compound and Friends is brought to you by Public: See here to learn more about Publics industry-leading High Yield Cash Account On today’s show, we discuss: Market breadth in 2023 Signs of a healthy market JC Parets and Joe Fahmy’s chart storm Listen here: Charts: Recommendations: Time Bomb Y2K JC Parets Twitter Site Joe Fahmy Twitter Blog Contact us at askt.

Accounting 95

Accounting Marketing Marketing 95

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Accounting

Wealth Management

JANUARY 4, 2024

Claudia Cypher Kane is the Financial Planning Association's 2024 president; she stressed the FPA would continue to push for title protection.

Financial Planning 116

Financial Planning Planning 116

Calculated Risk

JANUARY 4, 2024

The DOL reported : In the week ending December 30, the advance figure for seasonally adjusted initial claims was 202,000 , a decrease of 18,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 218,000 to 220,000. The 4-week moving average was 207,750, a decrease of 4,750 from the previous week's revised average.

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Wealth Management

JANUARY 4, 2024

Money poured into money market funds may not be recycled back into the markets, according to investment analysts.

Investing 115

Investing Investments Marketing Marketing 115

Clever Girl Finance

JANUARY 4, 2024

Want to raise money-savvy kids? We’ve rounded up the best money books for kids to help you guide them into early financial literacy! Introducing money and its principles as early as possible can help tremendously ensure your kids have a bright financial future. So keep reading to learn more about the benefits of finance books for kids and our top picks!

Budgeting 75

Budgeting Banking Investing Investments 75

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

Numbers

Wealth Management

JANUARY 4, 2024

After two years of rising interest costs hindering asset sales, owners are seizing on recent rate stability to push for portability to get deals done.

Sales 112

Sales Assets 112

Trade Brains

JANUARY 4, 2024

Fundamental Analysis Of Tanla Platform s: Have you ever thought about who connects you to enterprises and developers for communications or verifications? There are companies that provide communications platform as a service (CPaaS) that enable real-time communication features (like voice, video, and instant messaging) to be directly embedded into proprietary apps and software.

Planning 69

Planning Communication Certification Healthcare 69

Wealth Management

JANUARY 4, 2024

Explore the 2023 RIA Edge Study to gain a comprehensive understanding of the changing environment, emerging opportunities, and strategic considerations in the realm of RIA firms.

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110

Calculated Risk

JANUARY 4, 2024

On Friday at 8:30 AM ET, the BLS will release the employment report for December. The consensus is for 158,000 jobs added, and for the unemployment rate to increase to 3.8%. There were 199,000 jobs added in November, and the unemployment rate was at 3.7%. From Goldman Sachs: "We expect an above-consensus 190k increase in payrolls and a below-consensus 3.7% unemployment rate on Friday." • ADP Report: The ADP employment report showed 164,000 private sector jobs were added in December.

Manufacturing 69

Manufacturing Numbers 69

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

Planning

Wealth Management

JANUARY 4, 2024

On a mission to triple assets by 2028, Savant Wealth Management scooped up 11 firms and added offices in six new states last year.

Wealth Management 105

Wealth Management Assets Management 105

Calculated Risk

JANUARY 4, 2024

From ADP: ADP National Employment Report: Private Sector Employment Increased by 164,000 Jobs in December; Annual Pay was Up 5.4% Private sector employment increased by 164,000 jobs in December and annual pay was up 5.4 percent year-over-year, according to the December ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).

Economy 69

Economy Marketing Marketing 69

Wealth Management

JANUARY 4, 2024

The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets.

Assets 105

Assets 105

Calculated Risk

JANUARY 4, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for December. The consensus is for 158,000 jobs added, and for the unemployment rate to increase to 3.8%.

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64

Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global

In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!

Management

Wealth Management

JANUARY 4, 2024

Known as BTC DRs, the offering will give institutions access to Bitcoin securities through US regulated market infrastructure and cleared through the Depository Trust Co.

Planning 102

Planning Marketing Marketing 102

Advisor Perspectives

JANUARY 4, 2024

Themes ETFs, a new ETF sponsor, offers products that seek to provide investors with a way to own the opportunities that are shaping the future and moving markets, with expense ratios 40% cheaper than the average charged by competitor funds. The offering at Themes ETFs spans both cutting-edge technologies and traditional industries, with targeted exposure ranging from generative artificial intelligence and cybersecurity to airlines and banks.

Investing 64

Investing Investments Portfolio Management Distribution 64

Clever Girl Finance

JANUARY 4, 2024

Life insurance is one of those things that we kind of know we need, but many of us don’t want to deal with getting it right away. Sometimes, it’s hard to even think about because, for many people, the whole idea is just plain scary. However, we can’t downplay the importance of life insurance, how life insurance protects our finances and family, and how much peace of mind it can give you.

Insurance 60

Insurance Retirement Medical Taxes 60